Investment adviser · CRD 330835
CURTIS CAPITAL ADVISORS
Investment adviser filing (IA)
CURTIS CAPITAL ADVISORS, LLC
OVERLAND PARK, KS, United States · Form ADV filed Sep 2, 2026
- Regulatory AUM
- $166M Form ADV · Item 5.F
- Client accounts
- 244 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 20 | $151,000,000 | 91.2% |
| Individuals | 62 | $14,500,000 | 8.8% |
Filing source
Form ADV 2130559 · Sep 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7900 COLLEGE BLVD., SUITE 140OVERLAND PARK, KS, 66210, United States
CRD 330835
Filing source
Form ADV 2130559 · Sep 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.